Health Cloud Administration
jControl Access to Patient or Member Lists
By default, any patient or member list created in your org is available to all users
with access to the Health Cloud console. Use sharing settings to control access to patient or
member lists.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
Field-level and object-level security can also restrict access to an entire patient or member list or to columns in the list.
- Users with profile or permission sets that restrict access to an object can’t create a list using that object. The object doesn’t appear in the list of records, as a results column, or as a category when creating the list.
- If a user’s field-level security restricts access to a field that's selected on the Add Filters tab, that list isn’t available for that user.
- When a user’s field-level security restricts access to a field used as a display column, the column doesn’t appear in the list.
To restrict access to patient or member lists, you can use standard Salesforce sharing settings on the list. For example, you can grant access to all care coordinators in a certain department or who share a specific role.
- To apply sharing settings to a list, select the Filter Criteria tab from the Health Cloud - Lightning Admin app.
- On the Filter Criteria tab, select All in the View field and then select the name of the filter criterion for the list you’re working with.
-
On the Highlights Panel of the filter criterion, select
Sharing.
-
Grant access to other users, groups, or roles, then save your changes.
Access Level Org-Wide Result Full Access The user can view, edit, and delete the list. Read/Write Anyone with access to the Health Cloud console can use and edit the list. Private Only the user who created the list view can view, edit, or delete the patient or member list. Public Read Only Anyone with access to the Health Cloud console can use the list.